A Field Sales Executive for Investment ULIPs (Unit Linked Insurance Plans) meets clients in person to sell life insurance policies that also invest in the stock or bond markets
Key Responsibilities
Field Prospecting: Travel daily to meet new clients, pitch financial goals, and explain how ULIPs combine insurance with investment.
Product Advisory: Explain market risks, fund options (equity, debt, or hybrid), and lock-in periods of ULIP products.
Lead Generation: Find new buyers through local networking, cold visits, and financial referrals.
Sales Closure: Help clients fill application forms, complete KYC (Know Your Customer) checks, and submit medical or financial proofs.
Target Achievement: Meet or exceed monthly and quarterly sales and revenue quotas